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Showing Q3 2024 data
Raymond James Financial Services Advisors, Inc.'s Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Raymond James Financial Services Advisors, Inc.
•CIK: 1462284•Filing: Q3 2024
**Raymond James Financial Services Advisors, Inc.** manages substantial assets totaling $71.8B across a diverse portfolio of 3,408 positions. The firm maintains significant exposure to mega-cap technology and index products, notably holding AAPL at $2.13B and IVV at $1.70B. Core allocations include VOO ($1.60B), SPY ($1.20B), and NVDA ($1.19B), signaling a strong conviction in established market leaders and broad market indices. This concentration highlights a strategic tilt toward large-cap growth and core equity exposure.
Total AUM
$71.8B
+ $1.1M in options
QoQ Performance
+4.2%
Positions
2,141
+ 14 options
Top 10 Concentration
25.0%
Latest Filing
Q3 2024
Top Holdings Allocation
AAPL3.0%
IVV2.4%
VOO2.2%
SPY1.7%
NVDA1.7%
NDQ1.6%
AMZN1.3%
JPM1.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other56.3%
Technology12.2%
ETF9.1%
Consumer6.0%
Financial5.8%
Healthcare4.7%
Industrial1.8%
Energy1.1%
🚪 Exited Positionssold since Q2 2024
+3151 more exited positions
Changes from Q2 2024
↑108 increased
↓92 decreased
Historical Filings
Q3 2024Q2 2024Q1 2024Q4 2023